Mosley Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.57M | Buy |
11,291
+6,009
| +114% | +$833K | 0.97% | 26 |
|
|
2024
Q3 | $625K | Buy |
5,282
+602
| +13% | +$71.2K | 0.43% | 51 |
|
|
2024
Q2 | $455K | Sell |
4,680
-160
| -3% | -$15.6K | 0.39% | 60 |
|
|
2024
Q1 | $456K | Sell |
4,840
-136
| -3% | -$12.8K | 0.43% | 52 |
|
|
2023
Q4 | $464K | Buy |
+4,976
| New | +$464K | 0.46% | 46 |
|